See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,922 | $77,314-79.4% | $177,989-91.1% | $80,856-80.3% |
| Participation rate | 39.7% | 65.7%-26.0pp | 77.1%-37.4pp | 67.6%-27.9pp |
| Annual return | 24.30% | 18.09%+6.2pp | 294.48%-270.2pp | 35.59%-11.3pp |
| Employer contribution / active EE | $928 | $2,292-59.5% | $3,949-76.5% | $2,755-66.3% |
| Participant deferral / active EE | $1,643 | $4,411-62.7% | $6,276-73.8% | $4,296-61.7% |
| Admin fee / account holder | $2,889 | $7,191-59.8% | $10,363-72.1% | $6,918-58.2% |